Birla Sun Life New Millennium Fund (Equity, Sectoral)

High
18 yrs 5 monthsStarted on:15 Jan 2000
₹ 134.75 Cras on: 22 May 2018
Long Term Horizon
2.94%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The fund seeks capital growth, with a secondary objective of income generation with focus on technology and technology dependent companies. The scheme will follow a bottom-up approach to stock picking, adopting a blend of value and growth style of investing.

Exit Load

Scheme Documents

Similar Funds
Franklin Build India Fund
Return (CAGR) 16.89%
Crisil Ranking 3
Value Research
ICICI Prudential Banking And Financial Services Fund
Return (CAGR) 19.99%
Crisil Ranking NA
Value Research
SBI FMCG Fund
Return (CAGR) 16.11%
Crisil Ranking NA
Value Research NA
RELIANCE BANKING FUND
Return (CAGR) 24.34%
Crisil Ranking NA
Value Research
DSP BlackRock India T.I.G.E.R. Fund
Return (CAGR) 17.37%
Crisil Ranking 3
Value Research
UTI-Banking Sector Fund
Return (CAGR) 17.25%
Crisil Ranking NA
Value Research
HDFC Infrastructure Fund
Return (CAGR) 6.14%
Crisil Ranking 5
Value Research
Baroda Pioneer Banking And Financial Services Fund - Plan A
Return (CAGR) 13.29%
Crisil Ranking NA
Value Research
Birla Sun Life Banking And Financial Services Fund
Return (CAGR) 25.90%
Crisil Ranking NA
Value Research

Tenure

TenureReturns (CAGR)
YTD13.29
3 Month4.33
1 YR38.73
2 YR16.33
3 YR12.27

SIP Returns

TenureReturns (CAGR)
1 YR40.55
2 YR27.78
3 YR19.63
5 YR16.54
10 YR15.4

Portfolio

Company Name% Assets
Infosys Ltd.27.59
Tech Mahindra Ltd.8.96
HCL Technologies Ltd.8.59
KPIT Technologies Ltd.6.72
Sterlite Technologies Ltd.5.36
Majesco Ltd.5.12
Larsen & Toubro Infotech Ltd.4.54
Dish TV India Ltd.4.48
Persistent Systems Ltd.3.6
Cyient Limited3.11

Top Sectoral Holdings

Sector Name% Assets
Technology78.81
Services9.21
Communication8.5

Indicators

LabelValue
Portfolio turnover ratio123
Standard Deviation16.9%
Beta1.01%
Sharpe Ratio0.72

Kunal Sangoi

Mr. Sangoi is a B.Com (H) and Chartered Accountant.
Prior to joining Birla Sun Life AMC he has worked with Edelweiss Financial Services Ltd

Other Funds Managed by Kunal Sangoi

© CRISIL Limited 2017. All Rights Reserved